Financial Planner

Job title : Financial Planner
Location : Sydney CBD, Sydney, New South Wales
Job type : Permanent
Salary : AU$120000.00 - AU$140000 per annum
Reference : 15729

Our client, an exceptional boutique wealth management firm that is experiencing a growth phase of clients and revenue is looking for a driven and successful Financial Planner to join their team. Boasting a great working culture and lucrative bonus structure for all Advisers, the successful candidate will have the opportunity to work in a trusting environment where they can manage their work autonomously.

Benefits:

  • Lucrative base + bonus structure
  • Work with an existing book of engaged clients
  • Opportunities for career progression
  • Work with a leading multi-disciplinary wealth management firm

To be considered, candidates must have:

  • CFP qualifications, or close to completion
  • 6+ years' experience as a Financial Planner
  • Strong experience providing complex holistic advice to HNW clients
  • Experience in a Boutique Financial company
  • Understanding of Mortgage Broking

If successful, your responsibilities will include:

  • Service an existing book
  • Provide tailored holistic advice
  • Generate new business through referral partners and client referrals
  • Oversee advice process to ensure efficiency and compliance
  • Build and maintain ongoing client relationships

Don't miss out on this exciting opportunity! For a confidential discussion please contact Sean Ghadri at Fuse Recruitment on 0432 251 228 or sghadri@fuserecruitment.com Or apply to the role directly! We look forward to hearing from you.

At Fuse, we specialise in recruitment for the Wealth Management industry and actively source for a broad range of established clients. If you are a Financial Planning, Mortgage Broking professional looking for your next opportunity, I'd love to hear from you!

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